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ARB Corporation ( (AU:ARB) ) just unveiled an announcement.
ARB Corporation reported first-half FY2026 sales revenue of $358.0 million, down 1.0% year on year, with profit after tax falling 17.2% to $42.2 million as earnings were pressured despite relatively stable top-line performance. Excluding one-off items, underlying profit after tax declined 14.4% and earnings per share fell to 50.6 cents, yet the board maintained an interim dividend of 34.0 cents per share, fully franked, signalling confidence while using dividend plans to help fund its expansion program.
Australian aftermarket sales slipped 1.7% amid weaker deliveries of several key 4WD models and ongoing accessory fitment constraints, although open orders ended the half 5% above the prior year, pointing to resilient underlying demand. Export sales rose 8.8%, led by a 26.1% surge in the United States supported by its Toyota US partnership, a new US e-commerce platform and the maturing ORW/4WP store network, while ARB continued to expand and upgrade its flagship store footprint in Australia and launched a domestic e-commerce site to advance its omni-channel strategy.
Original equipment sales declined sharply, contributing to the modest overall revenue contraction and shifting the sales mix further toward aftermarket and export channels. Management highlighted upcoming launches, including the Ford Super Duty and new Toyota HiLux, as potential growth drivers in the second half of FY2026, suggesting scope for improved performance if vehicle supply and accessory attachment rates normalise.
The most recent analyst rating on (AU:ARB) stock is a Hold with a A$26.00 price target. To see the full list of analyst forecasts on ARB Corporation stock, see the AU:ARB Stock Forecast page.
More about ARB Corporation
ARB Corporation is a manufacturer and distributor of four-wheel-drive accessories, serving the Australian aftermarket, export markets and original equipment channels. The company sells through a network of 79 ARB-branded stores in Australia, as well as stockists, vehicle dealers, fleet operators and growing e-commerce platforms, with a significant strategic presence and partnerships in the United States.
YTD Price Performance: -19.52%
Average Trading Volume: 328,028
Technical Sentiment Signal: Sell
Current Market Cap: A$2.12B
Find detailed analytics on ARB stock on TipRanks’ Stock Analysis page.